Is There Life After BRICs for Emerging Market Investors?

For more than a decade, Brazil, Russia, India and China have dominated the landscape in emerging markets. But as the BRICs-driven commodities boom wanes, investors may need to rethink their approach.

http://tinyurl.com/pr4noav

Corporations Investing More In Emerging Markets Than U.S., Europe

For years, economists have been talking about a structural shift in the global economy. In that shift, multinationals would have to choose where to spend their capital and ad budgets. 

http://tinyurl.com/o87c6ad

Bulgaria's President to Open Conference on Green Economy in Danube Region

An international conference titled "Moving towards a resource-efficient, "green" economy in the Danube Region" starts Tuesday in Sofia  The forum is organized by the World Wide Fund for Nature and the European Commission representation in Bulgaria, according to reports of the Bulgarian National Television.

http://tinyurl.com/oauqvkj

Emerging Markets Are on Their Own

It is high time investors demerged emerging markets. Protests on the streets of Brazil and Turkey, a cash crunch in China's financial system, strikes in South Africa: These all indicate rising stress in developing economies.

http://tinyurl.com/oxvyq95

Best Emerging-Market Stock Pickers Buy Drugmakers to Retail

The only three emerging-market stock pickers who avoided losing money for clients in the worst first-half rout since 1998 say now’s the time to buy Philippine retailers, Chinese Internet companies and Indian drugmakers.

http://tinyurl.com/kgpe62d

Smaller Emerging Markets Make a Stand

Size matters in this year's accelerating sell-off in emerging markets stocks. Just not the way investors might think.  Larger emerging-market countries such as Brazil, Russia, India and China, as represented by the diversified MSCI Emerging Markets Index, are losing more than 12% so far this year.

http://tinyurl.com/lgtplgx

Greece Downgraded To 'Emerging Market'

Most of us would agree that Greece is not a “developed market” on par with the United States, Canada or Western Europe. Its instability, pitiful economic governance, corruption and cronyism—all of which contributed to its spectacular sovereign debt crisis— prove that the country is not quite ready for the big leagues.

http://tinyurl.com/ko9uxpk

Emerging Markets Still Offer a Lure

Some investors are betting a month of steep losses for emerging-market stocks, currencies and bonds will prove to be a temporary setback.  These assets have sold off amid fears the Federal Reserve is preparing to cut off the flow of easy money that has fueled a years long rally in markets as diverse as Thai stocks and Brazilian bonds.

http://tinyurl.com/n6nvk6j

Emerging Markets Have Everything to Gain

Already halfway to a bear market, emerging market stocks face slumping commodities prices and what looks very much like a global trade slowdown.  Benchmark shares in emerging markets are slumping, with the MSCI Emerging Markets index down 10 per cent from its January peak, halfway to the 20 per cent fall that qualifies as a bear market.

http://tinyurl.com/mlew7ck

Investors Can't Afford To Treat All Emerging Markets The Same

In my first column a month ago, I raised the possibility that China’s softer growth might not be all bad for us here in the UK, as long as it is generally confined to their own production and is reflected in a period of softer commodity prices.

http://tinyurl.com/mtq76rb

Unseen Risks in Emerging Markets

Investors are becoming wary of emerging market assets despite their status as one of the last vestiges of yield in a low interest rate environment.  Speaking at the Morningstar Investment Conference in Chicago on Thursday, money managers said investors' expectations for economic growth and investment return in emerging markets are too high relative to risks.

http://tinyurl.com/n89d5rb

For Emerging Markets, Greece Sticks Out as ‘Sore Thumb’

Emerging-market investors are on the lookout for countries with fast growth rates, modest debt burdens and other signs of a promising future.  Greece, some say, is not it.

http://tinyurl.com/pgn5h37

Fund Managers Selective on Emerging Markets

Fund managers who viewed emerging markets as a single investment category now need to go through extreme due diligence to select each asset, sector or country in order to attain returns.

http://tinyurl.com/l2pfskh

Smart Devices in Emerging Markets to Surpass 1 Billion Units

According to the International Data Corporation Worldwide Quarterly Smart Connected Device Tracker, global shipments of smart connected devices (PCs, tablets, and smartphones) are expected to surpass 1.7 billion units by 2014 with roughly 1 billion units delivered to emerging markets.

http://tinyurl.com/k6ta22r

Emerging Market Rout Spells Opportunity

 The investor love affair with emerging markets is quickly fading. For much of the past decade, emerging markets – Asia being the largest – were the place to be, offering explosive growth compared to the meagre offerings of the developed world.

http://tinyurl.com/mz43zjc

Broadcom Seeks Push from Emerging Markets

U.S. chip designer Broadcom Corp. is moving to tap the fast-growing market for low-cost smartphones by forming partnerships with local carriers and handset makers in emerging markets.

http://tinyurl.com/m9jmxrt

Emerging Markets Displace Europe as Fulcrum of World Risk

Some feared this might happen in 1998 when Russia defaulted and East Asia’s currency crisis span out of control, a drama precipitated by a rising dollar. Contagion spread to western Europe, causing the pre-euro “convergence play” to snap back violently.

http://tinyurl.com/ksh8wz5

Closing the Fortune 500's Emerging Markets Gap

If you truly have your eyes on the prize, then you deploy your best people and biggest investments against that goal.  But are executives really putting this truism into practice? McKinsey & Company studied the performance of more than 1,600 U.S. companies over a 15 year-period (1990-2005).

http://tinyurl.com/lx2fad3

World’s Top Investor Eyes Emerging Markets

Japan’s Government Pension Investment Fund (GPIF), the world’s biggest institutional investor, has confirmed a shift into emerging market equities, as it seeks higher returns amid rising payouts and persistently low bond yields.

http://tinyurl.com/mkhsmlu

Mozilla Plans Smartphones for Emerging Markets

Mozilla Corp., the company behind the popular Firefox Web browser, plans to team up with phone manufacturers to launch smartphones priced below $50 in emerging markets.

http://tinyurl.com/lb6cx77